Long-term investor
Talbot Financial, LLC @talbotfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001966180).
Record
- Tracked since 2025-06-30 (449 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +30.4% · 1 year n/a · all +42.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.2% · long · since 2025-06-30
- AMAT · 7.5% · long · since 2025-06-30
- MSFT · 7.4% · long · since 2025-06-30
- 02079K107 · 5.6% · long · since 2025-09-30
- NVDA · 5.1% · long · since 2025-06-30
- AMZN · 5.1% · long · since 2025-06-30
- GS · 3.6% · long · since 2025-06-30
- LLY · 3.3% · long · since 2025-06-30
- JPM · 2.7% · long · since 2025-06-30
- JNJ · 2.7% · long · since 2025-06-30
- ABBV · 2.4% · long · since 2025-06-30
- GEV · 2.3% · long · since 2025-06-30